Joseph Cantrell, financial advisor Metairie LA

Joseph Cantrell

CRD Number: 2758233
Current Firm: Cetera Investment Advisers LLC

Joseph Cantrell (CRD# 2758233) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Metairie, LA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC Metairie, LA Aug 2023 - Current < 1
Cetera Investment Advisers LLC Schaumburg, IL Aug 2023 - Current < 1
Cc Brokerage Metairie, LA Jun 2002 - Current 21
Minnesota Mutual St Paul, MN Jun 1996 - Aug 2023 27
Securian Financial Services, Inc. Metairie, LA Jun 1996 - Aug 2023 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Jul 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joseph S. Cantrell
Phone Number: 310-257-7880
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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